WPA

West Paces Advisors Portfolio holdings

AUM $502M
1-Year Est. Return 10.78%
This Quarter Est. Return
1 Year Est. Return
+10.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1 +$12.5M
2 +$6.71M
3 +$5.09M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.27M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$4.21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.67%
2 Financials 7.82%
3 Healthcare 6.97%
4 Consumer Staples 6.74%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$21.9K 0.02%
+304
252
$21.8K 0.02%
+228
253
$21.5K 0.02%
+188
254
$21.5K 0.02%
+431
255
$21.2K 0.02%
+713
256
$20.9K 0.02%
+329
257
$20.3K 0.02%
+288
258
$19.7K 0.02%
+221
259
$19.6K 0.02%
+109
260
$19.5K 0.02%
+229
261
$18.3K 0.02%
+165
262
$18.3K 0.02%
+156
263
$18.2K 0.02%
+247
264
$18.2K 0.02%
+470
265
$18K 0.02%
+822
266
$18K 0.02%
+357
267
$17.4K 0.02%
+242
268
$17.3K 0.02%
+183
269
$16.9K 0.02%
+336
270
$16.8K 0.02%
+532
271
$16.7K 0.02%
+260
272
$16.7K 0.02%
+225
273
$16.7K 0.02%
+222
274
$16.6K 0.02%
+161
275
$16.1K 0.02%
+960